created by Greg Belger
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
- 1 minute to set up
- Get back 1.2 hrs /week
- 10 people use this app pairing
This Zap uses the following 2 apps
Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.